personal services

Retirement Strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working but to achieve this requires considerable forward planning.


Here are some important questions you need to ask yourself:

Exit strategies

If you are in business the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over do you have a workable succession plan? If you intend to sell, how will you value the business and find a suitable buyer? Are you aware of all the tax implications of the timing of disposals?

Pension provision

Do you have an adequate pension in place? Do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?

Savings and investments

Do you have the right balance between savings and investments? Is your portfolio split adequately between exposures?

Life assurance and long-term care

Do you have adequate life assurance? Have you made provision for long-term care and medical insurance for you and your family in your later years?


We can help you answer all these questions and recommend solutions tailored to your particular needs.

This email address is being protected from spambots. You need JavaScript enabled to view it. today for a retirement planning review.

Halstead Office

Richard Edwards Group
The Maltings
Rosemary Lane
Halstead
Essex CO9 1HZ
 

Stanway Office

Richard Edwards Group
The Lodge
Beacon End Farmhouse
London Road
Stanway
Colchester
Essex CO3 0NQ

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Contact Us

wendy.britton@r-edwards.com
Phone: 01787 477183
Fax: 01787 474331

Richard Edwards Group is the trading name of RE Group Accountants Limited registered in England and Wales, number 11895214. Registered office The Maltings, Rosemary Lane, Halstead, Essex, CO9 1HZ